Koa Wealth Management’s Veralto VLTO Stock Holding History

Koa Wealth Management’s Portfolio VLTO Stock Details VLTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,082	Closed	-$336K	–	52
2023 Q4	$336K	Buy	+4,082	New	+$305K	0.33%	42

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Koa Wealth Management's VLTO Position: Q1 2024 in Review

Koa Wealth Management sold out of Veralto (VLTO) in Q1 2024, closing a stake of 4,082 shares — an estimated $336K sold.

Koa Wealth Management first reported a position in VLTO in Q4 2023 and held it in 1 quarter. The position peaked at $336K in Q4 2023. 1,023 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

Koa Wealth Management reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
Koa Wealth Management sold 4,082 Veralto shares in Q1 2024, an estimated $336K.
Koa Wealth Management first reported a position in Veralto in Q4 2023 and held it in 1 quarter.
Koa Wealth Management's Veralto position peaked at $336K in Q4 2023.
1,023 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Koa Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.